Financial Adviser - Central MMH260928-5

Metropolitan; Bloemfontein; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Metropolitan is seeking a capable leader to manage a team of Financial Advisers, ensuring high-quality client service and achievement of channel sales targets. The role requires FAIS knowledge, CE grants, and a proactive approach to developing performance-driven action plans.

You will foster a strong branch culture, oversee compliance, and recruit top talent to sustain growth and service excellence within the Metropolitan network.

Qualifications

• Minimum Matric or equivalent NQF Level 5 and relevant FAIS qualifications; RE5 is required.
• FAIS Representative legislative qualification is essential for compliance.
• Class of Business 3 and 7 accreditation preferred; implies appropriate product scope.

Responsibilities

• Lead and motivate a team of Financial Advisers to deliver excellent client experience.
• Develop action plans to drive sales and improve performance.
• Ensure compliance with operational processes and legislative requirements (FAIS).
• Cultivate a productive branch culture and energise staff to maximise productivity.
• Recruit and select high performing Financial Advisers to join your team.

Skills

Leadership

Team management

Client facing

Education

Matric or equivalent NQF Level 5

RE5

FAIS Representative qualification

Class of Business 3 and 7

Job description

Role Purpose

Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

Requirements

Qualifications:

• Matric or equivalent NQF Level 5 qualification
• RE5
• FAIS Representative legislative qualification
• Class of Business 3 and 7 (preferable)

Experience

• 3-5 years of working experience in the financial services industry
• A minimum of 2 years of managerial experience overseeing the rendering of financial advice
• Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
• A valid driver's license and access to your own vehicle
• Computer literacy

Duties and Responsibilities

• Leading and managing a team of Financial Advisers
• Developing action plans to drive sales and enhance performance.
• Ensuring compliance with operational processes and legislative requirements
• Cultivating a branch culture to energise employees and maximise productivity.
• Recruiting and selecting high performing Financial Advisers to join your team.